PRWIN 2017 W2 Instructions

Transcription

1 PRWIN 2017 W2 Instructins Table f Cntents PRWIN 2017 W2 Instructins 1 Table f Cntents...1 Imprtant Ntes...1 Update Prgram...1 Health Savings Accunt (HSA)...1 Third Party Sick Pay and Insurance in Excess f $50, Calling fr Assistance...2 Step 1: Verify Ttals in Preparatin fr Printing W-2s...2 Step 2: Classifying Deductins...4 Step 3: Classifying Benefits...5 Step 4: Classifying Emplyees...6 Step 5: Verify W-2 Ttals...8 Step 6: Printing W-2 Frms...9 Step 7: Magnetic Media EFW Step 8: Verificatin f the Electrnic File...14 Step 9: Preparing fr the First January Payrll...14 Imprtant Ntes Update Prgram Befre beginning the W-2 prcess, the versin f PRWIN must be updated t at least versin T see the versin currently being run, pen PRWIN. At the tp click Help and then click Abut. T update, g t and lg in. The versin needed will be under Sftware Updates. Fllw the update instructins lcated under Dcuments. Health Savings Accunt (HSA) Chalkable cannt prvide assistance n hw, which, r what kind f an HSA shuld be reprted n Frm W-2. It is beynd ur expertise and we are nt qualified t make r even help with thse decisins. The prgram is set up t accmmdate an HSA with which we will assist yu after the facts are prvided cncerning yur particular HSA. Please use the 2017 Instructins fr Frms W-2 and W-3 fund n the IRS r S.S.A websites t prvide any details needed in determining hw yur HSA shuld be reprted n Frm W-2. Fllwing is what shuld be dne in PRWIN depending n the type. Chalkable_ PRWIN 2017 W2 Instructins 1

2 If the accunt is a tax sheltered 125 Cafeteria Plan, the base deductin shuld have a W-2 Classificatin f 125 Plan HSA Cntributin. This will be displayed in W-2 Bx 12 with a Cde W. If the accunt is NOT a 125 Cafeteria Plan and is NOT tax sheltered, g t the emplyee s Tax Status tab and select the W-2 Classificatin f Health Savings Accunt. Enter the amunt cntributed at the bttm. This will be displayed in W-2 Bx 12 with a Cde W. If the accunt is set up as a benefit, the base benefit shuld have a W-2 Classificatin f 125 Plan HSA Cntributin. This will be displayed in W-2 Bx 12 with a Cde W. If the benefit is nt run thrugh payrll, g t the emplyee s Tax Status tab and select the W-2 Classificatin f Health Savings Accunt. Enter the amunt cntributed at the bttm. This will be displayed in W-2 Bx 12 with a Cde W. Third Party Sick Pay and Insurance in Excess f $50, Infrmatin regarding Third Party Sick Pay and Insurance in Excess f $50, is prvided in separate instructins fund n the FM Supprt Website at under Dcuments PRWIN. Calling fr Assistance If assistance is needed, please be specific with the questin(s) and refer t the page number and step being cmpleted n these instructins. If ing, please include yur name, agency, and phne number. Chalkable supprt at fmsupprt@chalkable.cm r call (800) Calls shuld be prgram related. Chalkable supprt reps are nt tax experts and cannt be respnsible fr classifying deductins, benefits, and/r emplyees r determining any ther factrs invlved in the prcessing f the emplyee s Frm W-2. If necessary, please seek advice frm yur accuntant/auditr r the IRS. Step 1: Verify Ttals in Preparatin fr Printing W-2s Befre printing W-2s, the ttals must first be verified. Steps 1, 2, and 3 n the fllwing page discuss hw t run the Quarterly Reprt, the YTD Emplyee List, and the Ledger Card Reprt fr verificatin. Check all deductins and benefits that affect the W-2s. T help with this prcess the fllwing list f things t check using the ttal pages f these reprts has been included and sme blanks t fill in with yur wn particular items t verify: FIT and SIT ttal wages (taxable) n the reprts shuld be the same. Manually figure the ttal grss minus the tax sheltered deductins plus any benefits that shuld be taxed. This amunt shuld be the same as the FIT and SIT wages n the reprts. The nn-certified FICA (Scial Security) and Medicare deductin and benefit wages n the reprts shuld be the same. The FICA (Scial Security) wages multiplied by 6.2% shuld be the ttal FICA (Scial Security) deductin and benefit amunt as shwn n the reprts. The Medicare wages (certified and nn-certified) multiplied by 1.45% shuld be the ttal Medicare deductin and benefit amunt as shwn n the reprts. The FIT taxable wages, FICA (Scial Security) wages, and Medicare wages shuld equal the sum f the crrespnding wages reprted n the quarterly 941 reprts. The SIT taxable wages shuld equal the sum f the wages reprted n the quarterly state 941 reprts. Chalkable_ PRWIN 2017 W2 Instructins 2

3 1. Reprts Quarterly Reprt: Use this reprt t verify the crrect amunts were deducted and reflect the crrect wages fr each emplyee fr the year. Cmpare these ttals with ther reprts such as the YTD Emplyee List and the Ledger Card. Reprt Type: ( ) Deductins (Run the same reprt fr Benefits) Srt Order: ( ) Alphabetical Include: ( ) Sc. Sec. # ( ) Emplyee ID ( ) Jb Classes Certificatins: It can be helpful t run Certified and Nn-certified separately. ( ) All Emplyees ( ) All Grss Wages ( ) Date Range 01/01/2017 t 12/31/2017 ( ) All Deductins r uncheck and select nly the deductins that affect the W-2s. ( ) All Jb Classes Click Print 2. Reprts YTD Emplyee List: Verify all ttals fr the year by running the fllwing reprt and manually cmparing the ttals with ther reprts, such as the Ledger Card Reprt r quarterly reprts such as the 941. Reprt Type: ( ) Deductins (Run the same reprt fr Benefits) Order: ( ) Alphabetical Reprt End Date: Enter the last day f the tax year fr which the W-2s are being run. Title: Leave the title as listed r it may be changed t be mre descriptive. Certificatins: It can be helpful t run Certified and Nn-certified separately. Emplyee Selectin: ( ) All Emplyees Wage Selectin: ( ) All Grss Wages Jb Classes: ( ) All Jb Classes Click Print 3. Reprts Ledger Card Reprt: T cmpare and verify the ttals further r t be able t search thrugh a list f individual payrlls per emplyee, run the ledger card reprt as fllws: Emplyee Selectin: ( ) All Emplyees Dates Range: Begin = The first day f the tax year End = The last day f the tax year Certificatins: It can be helpful t run Certified and Nn-certified separately Shw: Deductins Grup By: Select the ptin that will shw the infrmatin yu need. Reprt Clumn Headings: It wuld be advantageus fr this reprt t have FIT, SIT, FICA, FICA Medicare, Medicare, and any ther deductin that will be printed n the W-2s in individual clumns s Chalkable_ PRWIN 2017 W2 Instructins 3

4 that the ttals at the end shw separately. The Clumns can be changed fr this reprt by dragging and drpping the deductin int a selected clumn. T make the clumns revert t the riginal setup, d nt click Save Reprt Clumns Settings after making the changes. Print the reprt. Step 2: Classifying Deductins Reprts Deductin/Benefit List: Verify the W-2 Classificatin fr each Deductin by running a Quick Deductin List. It is tempting t skip this step, but Chalkable recmmends checking it in case a change has been missed. Nt all deductins have a W-2 Classificatin. If the W-2 Classificatins field is incrrect r blank and shuld nt be, g t Data Entry Deductins, click the drp dwn cntrl ( ) n the W-2 Classificatins field, and select the prper classificatin. Fr example: FIT shuld be Federal Incme Tax. SIT shuld be State Incme Tax and the tax state must be selected. FICA (Scial Security) and any Alternate FICAs shuld be FICA. FICA Medicare and Medicare (r any alternates) shuld be Medicare. Retirement Plan shuld be used t classify any deductin denting a pensin r retirement plan such as TRS r IMRF fr Illinis and PERF r TRF fr Indiana. The classificatin f Retirement Plan places an X in the Retirement Plan bx n the W-2. If the retirement plan is a full benefit, g t Data Entry Benefits, select the retirement plan benefit recrd and chse Retirement Plan in the W-2 Classificatin field. Emplyer-spnsred Health shuld be used t classify any deductin and/r benefit representing an emplyerspnsred health plan. The amunt is reprted with cde DD in bx 12 and is nt taxable. Additinal reprting guidance, including infrmatin abut the transitinal reprting rules that apply, is available n the Affrdable Care Act Tax Prvisins page f IRS.gv. Chalkable_ PRWIN 2017 W2 Instructins 4

5 NOTE: The abve shuld be verified with yur accuntant/auditr r the IRS. These are nly suggestins. Step 3: Classifying Benefits Verify the W-2 Classificatin fr each benefit by running a Quick Benefit List. It is tempting t skip this step, but Chalkable recmmends checking it in case a change has been missed. Reprts Deductin/Benefit List There are six classificatins available in the base benefit, Medicare, Retirement Plan, 457, Medical Savings, 125 Plan HSA Cntributin, and Emplyer-spnsred Health. Nt all benefits have W-2 classificatins. If the W-2 Classificatins field is incrrect r blank and shuld nt be, g t Data Entry Benefits. In edit mde, click the drp dwn cntrl ( ) n the W-2 Classificatins field, and select the prper classificatin. Medicare A benefit is classified as Medicare nly if it is a bard paid Medicare deductin. This means the bard is paying the emplyee s share f Medicare. In this case, there is n Medicare deductin marked as Medicare fr any emplyee wh has this benefit unless part is being paid by the emplyee and part by the emplyer. Selecting the W-2 Medicare classificatin n the benefit will enter the Medicare deductin and wage n the W-2. Retirement Plan A benefit is classified as a Retirement Plan if it is a full benefit, such as TRS r IMRF. This will place an X in the Retirement Plan bx n the W-2. Fr example: The regular teachers TRS is a 1.4% deductin and an 8% benefit. The TRS 1.4% deductin is already classified as Retirement Plan s it is unnecessary t classify the 8% benefit. Having them bth marked will nt hurt anything. Hwever: The administratrs TRS is a full 9.4% benefit. There is n deductin already classified s in this case the benefit W-2 classificatin must be Retirement Plan. Chalkable_ PRWIN 2017 W2 Instructins 5

6 457 This is fr elective deferrals and emplyer cntributins (including nn-elective deferrals) t any gvernmental r nngvernmental sectin 457(b) deferred cmpensatin plan. Selecting the W-2 classificatin, 457, will enter cde G in bx 12 f the W-2. Fr mre infrmatin, see the IRS General Instructins fr Frms W-2 and W-3. Medical Savings (MSA) Emplyer cntributins made t an emplyee s medical savings accunt. Selecting the W-2 Classificatin, Medical Savings, will enter cde R in bx 12 n the W-2. Fr mre infrmatin, see the IRS General Instructins fr Frms W-2 and W Plan HSA Cntributin A health savings accunt (HSA) is a tax-exempt trust r custdial accunt that is set up with a qualified HSA trustee t pay r reimburse certain medical expenses incurred. Selecting the W-2 classificatin, Health Savings Accunt, will enter cde W in bx 12 f the W-2. Fr mre infrmatin, and t make sure yur plan is a true HSA, g t Emplyer-spnsred Health Use this t reprt the cst f emplyer-spnsred health cverage. The amunt reprted with cde DD in bx 12 is nt taxable. Additinal reprting guidance, including infrmatin abut the transitinal reprting rules that apply, is available n the Affrdable Care Act Tax Prvisins page f IRS.gv. Nte: These benefit classificatins shuld be verified with yur accuntant/auditr r the IRS. These are nly suggestins. Step 4: Classifying Emplyees Any emplyee qualifying fr specific classificatins that culd nt be classified in the base deductin r benefit in step 2 r 3 must be classified individually. Chalkable recmmends clearing all Emplyee W-2 Classificatins and then reclassifying them s that mistakes can be avided. Clearing and reclassifying is nt required, but highly recmmended. Utilities W-2 Utilities Clear Emplyee W-2 Classificatins The Emplyee W-2 Classificatins reprt must be printed befre all emplyee classificatins can be cleared. Click Reprt. Click Print. Chalkable_ PRWIN 2017 W2 Instructins 6

7 Click Clear t clear all emplyee classificatins. Reclassify, make additins, r crrectins t the list as fllws: Data Entry Emplyee Tax Status tab Recrd Edit Imprtant Nte: The Tax Status tab must be in edit mde and the W-2 Classificatin name highlighted t be able t see the infrmatin related t it in the W-2 Details at the bttm. When the classificatin is checked ( ), mre infrmatin may be required and if s will appear under the list. Each time a new classificatin is highlighted ntice hw the required infrmatin in W-2 Details changes. Enter the amunt and checkmark () the W-2 bx(s) t which the amunt shuld be added. If Bx 1 (Wages, tips, ther cmpensatin) is selected the amunt will als be added t Bx 16 (State wages, tips, etc.). Any questins regarding this shuld be directed t an accuntant/auditr r the IRS. Bx 18 is Lcal Wages and shuld nt be checked unless Lcal Tax Wages apply. (Indiana) Fr additinal infrmatin n third party sick pay and insurance in excess f $50,000, see the dcuments regarding these lcated n the FM Supprt website, Chalkable_ PRWIN 2017 W2 Instructins 7

8 Bx 14 When typing infrmatin in Bx 14, the number f characters is limited, s an abbreviatin may be required. Type the wrd (cde) first in the Cde clumn and the amunt withut a dllar sign in the Amunt clumn. Utilities W-2 Utilities Edit W-2 Infrmatin Step 5: Verify W-2 Ttals The W-2 ttals shuld be verified befre even printing the W-2s t paper. Reprts Print W-2s 1. Preview the W-2s t lad the data, clse the preview, then click the Ttals buttn, and print the reprt. Cmpare the ttals n this reprt with the ttal pages frm the reprts printed in Step 1: Verify Ttals in Preparatin fr Printing W-2s beginning n page 2. that shuld have already been verified as crrect. Cmpare als with the quarterly 941 reprt ttals. 2. DO NOT SKIP THIS STEP! Accuwage befre Printing The verificatin can be taken ne step further befre printing W-2s. Chalkable highly recmmends this. Accuwage is a free cmputer n-line prgram prvided by the Scial Security Administratin. The prgram and instructins fr using it are available at The Accuwage prgram checks fr ver 200 pssible errrs. Even if yu will be submitting paper W-2s, skip nw t Magnetic Media (page 18), create the electrnic file, and run it thrugh the Accuwage prgram. Fr instructins n creating the electrnic file fr verificatin, see Step 7: Magnetic Media EFW2 step B beginning n page 12. PIN: If filing W-2s electrnically is required, first apply t the S.S.A. fr a PIN, which is used in the file creatin. If filing electrnically is nt required, a file can still be created fr verificatin-nly, but this year a user name and PIN are required. That is a change frm prir years. This will still allw the Accuwage prgram t check fr pssible W-2 errrs n the W-2s. Pssible Accuwage Errr: Submitter EIN and Emplyer/Agent EIN are an exact match. Please verify that yu intend t have the Submitter EIN and the Emplyer EIN match befre prceeding. In the case f Chalkable custmers using the PRWIN sftware t create and submit the W-2 magnetic media, the Submitter and Emplyer EIN's wuld definitely be the same s this wuld be the intentin. Chalkable_ PRWIN 2017 W2 Instructins 8

9 Step 6: Printing W-2 Frms Imprtant Nte: Always preview the W-2s t the screen t lad the infrmatin when first ging int W-2s fr the year and each time a change is made t the data. A change can be made by crrecting r viding a check r by ding Crrect Deductin/Benefit Wages under utilities. It wuld be a gd practice t always preview first s changes are never missed. Print frm the Preview buttn (i.e. d nt print frm the Print buttn. The prgress bar in the bttm left crner is an indicatin the data is being created. This may take a very lng time. 1. Verify befre Printing Actual W-2s: Chalkable recmmends the ttals be verified befre printing (see Step 1: Verify Ttals in Preparatin fr Printing W-2s beginning n page 2) then each individual W-2 be verified after printing t plain paper. If ttals have already been verified, cntinue t step B, belw. Print frm the Preview buttn, nt the Print buttn, t quickly verify such things as the agency name, address, etc. as they are printing. 2. Cunting W-2s: n each W-2, there is a number in bx d., Cntrl Number. This is a running ttal f the number f W-2s printed. Fr the Srt Order chse Cntrl Number (Emplyee Name). The Cntrl Number n the last actual emplyee W-2 (nt the very last grand ttal W-2) can be used n the W-3 r Frm 6559 as the number f W-2s being submitted. 3. Setting up the W-2s: Reprts Print W-2 s. Chalkable_ PRWIN 2017 W2 Instructins 9

10 If a message is received stating tax states are missing, g t Data Entry Deductins and enter the tax state n every state tax deductin recrd 1. W-2 Style a. ( ) 2 W-2s per page Mark this if the W-2 Frms being printed are tw W-2 Frms n each single page. b. ( ) 4 W-2s per page Mark this if the W-2 Frms being printed are fur W-2 Frms n each single page. ( ) Print & Seal Check this if yur 4 per page W-2s are Print & Seal Frms. (Print & Seal is a mdule that can be purchased frm Chalkable.) 2. Default Margins: Lad plain paper int the printer. In the upper right crner f the screen, click Print Lineup. After the page has printed, hld it and an actual W-2 tgether up t the light t determine if the margins need t be adjusted. a. If they are lined up kay, leave the check () in frnt f Default Margins and cntinue. b. If they are nt k, remve the check () frm in frnt f Default Margins and make adjustments in inches. Check the margins after each adjustment by clicking Print Lineup in the upper right crner and hlding it up t the light with an actual W-2 Frm. 3. Check ( ) All Emplyees and verify the beginning and ending emplyee t print all emplyees W-2 Frms. T print nly a range r an individual W-2, uncheck All Emplyees and select the beginning and ending emplyee by clicking the ellipses buttn ( ). 4. Srt Order: W-2s can be printed alphabetically r by Check Grup. a. Cntrl Number (Emplyee Name) W-2s will srt alphabetically by the emplyee s last name. Chalkable_ PRWIN 2017 W2 Instructins 10

11 b. Check Grup W-2s will srt alphabetically by Check Grup and within the Check Grup, alphabetically by last name. This is very cnvenient when printing the emplyee s cpy and will make the W-2s as easy t distribute as the paychecks. Fr mre infrmatin n Check Grup, see page 10 f the Payrll Checklist-Detailed Instructins at c. Print Srt Order n W-2 If srting by Check Grup the name f the Check Grup will print at the bttm f each W-2. It will nt print n the W-2 if the checkmark is remved frm this ptin. 5. State IDs: If there are emplyees wh have had state tax deducted fr tw different states in the current tax year, bth states will print n the bttm f the W-2 in the lines prvided. a. ST This clumn will autmatically be filled in frm the Tax State selected n the base state tax deductin recrd. b. Tax ID Verify this number is crrect r enter it. Fr questins n what number t enter here, cntact an accuntant/auditr r the IRS. Nte: If an emplyee paid taxes in mre than 2 states, the additinal states will print n an verflw W Tax Year: If the tax year is incrrect, click in the field and type the crrect year. 7. Edit Name: If the agency name printing n the W-2s is unacceptable, click Edit Name t change it. After making the change, preview the W-2s t be sure it is printing crrectly. 8. Preview/Print: Always print frm preview t make sure all current data is laded and fr last minute verificatins f such things as agency name and address. Click Preview t view the W-2s n the screen (This may take a very lng time). With the W-2s displayed n the screen, click the printer icn t print the W-2s. Chalkable_ PRWIN 2017 W2 Instructins 11

12 Critical Tips: Chalkable recmmends printing the W-2s t plain paper first. Befre printing the plain paper r actual W-2 Frms, make sure Step 5: Verify W-2 Ttals beginning n page 8 has been cmpleted. Always print frm the preview s yu can verify at a glance that everything is accurate befre actually printing. Watch the first few if nt all the W-2s as they exit the printer t make sure they are printing prperly. Catching a prblem with printing early in the print jb culd prevent W-2s frm being ruined and having t re-rder. Step 7: Magnetic Media EFW2 Requirements If 250 r mre W-2 Frms fr 2017 must be submitted, the S.S.A. requires submissin by electrnic file unless the IRS granted a waiver. The last year fr filing n tapes and cartridges was fr tax year The last year fr filing n diskette was fr tax year Electrnic filing is encuraged even if there are fewer than 250 Frms W-2. Applicatin fr a PIN must be made t the S.S.A. in rder t file by magnetic media Nte: Please visit the Scial Security Administratin web site and search fr Specificatins fr Filing Frms W-2 and W-2c r the Internal Revenue Service at fr details regarding the abve requirements. Chalkable_ PRWIN 2017 W2 Instructins 12

13 Creating the File: Payrll Magnetic Media W-2 Imprtant Nte: D nt select this ptin when creating the magnetic media disk fr the Scial Security Administratin. Select it nly when running the file fr each state, if submissin t the state is dne electrnically. Exprt Path: Click the ellipsis ( ) buttn and select the crrect drive letter r path. In the abve example, a flder called W-2 File was created n the C drive. User ID: Enter the PIN received frm the S.S.A., allwing electrnic file submissin. (If yu will nt be submitting electrnically, but wuld like t make a file nly fr purpses f verifying with the Accuwage prgram, enter a made-up 8-digit number in this field.) Tax Year: If the tax year is nt crrect, enter the year fr which the W-2s are being submitted. Other EIN: If yu have used an EIN n Frm 941, 943, r Frm CT-1 submitted fr 2016 that is different frm the EIN reprted n Frm W-3 in bx e, enter the ther EIN used. See the IRS s W-2 Instructins fr further infrmatin. Emplyment Cde: Click the drp dwn cntrl (u) and select the emplyment cde. Mst will chse Regular (All Others). Kind f Emplyer: Federal Gvernment Federal gvt Select this if yu are a Federal gvernment entity r instrumentality. State and Lcal Gvernmental Emplyer State/lcal nn-501c Select this if yu are a state r lcal gvernment r instrumentality. This includes cities, twnships, cunties, special-purpse districts, public schl districts, r ther publicly-wned entities with gvernmental authrity. Tax Exempt Emplyer 501c nn-gvt Select this if yu are a nn-gvernmental tax-exempt sectin 501(c) rganizatin. Types f 501(c) nn-gvernmental rganizatins include private fundatins, public charities, scial and recreatin clubs, and veterans rganizatins. State and Lcal Tax Exempt Emplyer State/lcal 501c Select this if yu are a state r lcal gvernment r instrumentality, and yu have received a determinatin letter frm the IRS indicating that yu are als a tax-exempt rganizatin under sectin 501(c)(3). Nne Apply Select this if nne f the ther check bxes apply t yu. ( ) File Is Being Resubmitted: This bx will nly be checked if a resubmissin request alng with a WFID number (which will be entered in the field abve this ne) has been received frm the S.S.A. If this is nt a resubmissin, d nt check this bx. Chalkable_ PRWIN 2017 W2 Instructins 13

14 Cntact Name: Enter the name f the persn wh shuld be cntacted in case the S.S.A. finds there is a need. This shuld be the persn running the W-2s. Cntact Phne Number: Enter the phne number f the persn entered in the cntact name field. Cntact Extensin: If the cntact persn has an extensin number used in assciatin with the phne number, enter it here. Cntact Fax Number: Enter the fax number f the cntact persn. Cntact Enter the cntact persn s address. ( ) Third Part Sick Pay: Check this bx if any emplyee received third party sick pay in the tax year being reprted. ( ) Business Terminated: Check this bx if yur agency is n lnger perating. Click Begin t send the infrmatin t the Exprt Path selected abve. ( ) Include State Recrd: After the electrnic file is created fr the Scial Security Administratin, an electrnic file may be created fr each state t which state incme taxes are withheld. T activate the bxes in this sectin, place a check ( ) in the bx and cmplete all necessary fields accrding t the individual state s electrnic filing requirements. A separate electrnic file must be created fr each state. IMPORTANT NOTE: D nt select this ptin when creating the electrnic file fr the Scial Security Administratin. Only check the bx t Include the State Recrd when creating the state file. Step 8: Verificatin f the Electrnic File T verify the electrnic file, dwnlad the Accuwage prgram, which is prvided free f charge frm the S.S.A. The prgram and instructins fr using it are available at The Accuwage prgram checks fr ver 200 pssible errrs. Please visit the Scial Security Administratin web site at fr details regarding electrnic filing. Even if paper W-2s are being submitted, the Accuwage prgram can still be used t verify the W-2 infrmatin. Create the file by using a made up PIN f 8 digits, and run it thrugh the Accuwage prgram. Chalkable des nt ffer custmer supprt fr the Accuwage prgram. All questins regarding its installatin and use shuld be directed t the Scial Security Administratin. IMPORTANT NOTE: The Accuwage prgram verifies the infrmatin in the file is acceptable, cmplete, and in the right frmat. It des nt verify the infrmatin entered is accurate and crrect. Step 9: Preparing fr the First January Payrll G t the FM Supprt website at Select Dcuments n the left and under PRWIN find Begin Calendar Year Instructins lcated in the Calendar Year End categry. As f December 13, 2017, the IRS plans t release new tax tables in January at which time the PRWIN Begin Calendar Year Instructins will be updated. Fr mre infrmatin n the delayed release f the 2018 tax tables, g t: Chalkable_ PRWIN 2017 W2 Instructins 14